See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRONVEST6+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $55,425 |
BB&T6+ years Service code 21 · EIN 56-1368984 | Bank Trustee | $41,161 |
BB&T IIA6+ years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $11,587 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,381 | $54,121+76.2% | $134,143-28.9% | $73,409+29.9% |
| Participation rate | 72.2% | 64.4%+7.8pp | 72.2%0pp | 72.2%0pp |
| Annual return | 15.00% | -312.52%+327.5pp | 36.33%-21.3pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,237 | $1,402+59.6% | $3,704-39.6% | $2,234+0.2% |
| Participant deferral / active EE | $5,345 | $2,844+88.0% | $3,499+52.8% | $3,805+40.5% |
| Admin fee / account holder | $357 | $132+169.7% | $6,684-94.7% | $158+126.1% |